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Adam S

Series 66

Asheville, NC

Morgan Stanley

Adam Stanford is a Series 66-registered financial advisor with Morgan Stanley in Asheville, NC, bringing 13 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2012 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a wide array of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market simulations.

General estate planning guidance
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Daniel H

Series 66

Asheville, NC

Morgan Stanley

Daniel Hroback is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has previously worked at Illuminate Creative Studio and Allegra / Image360. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides services that incorporate scenario modeling without offering individual security recommendations in standalone planning.

General estate planning guidance
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Taylor M

Series 66

Asheville, NC

Morgan Stanley

Taylor Mclennan is a financial advisor with Morgan Stanley in Asheville, NC, holding a Series 66 designation and six years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley, Kearfott Corporation, and Mission Health System. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and proprietary tools, incorporating market simulations and return estimates to support client decision-making.

General estate planning guidance
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Craig H

Series 63, Series 66

Asheville, NC

Morgan Stanley

Craig Harris is a financial advisor with Morgan Stanley in Asheville, NC, holding Series 63 and Series 66 licenses and 10 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020 and previously spent nine years at Wells Fargo. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support its advisory services.

General estate planning guidance
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David S

Series 66

Asheville, NC

Morgan Stanley

David Sanders is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by firm-approved tools and investment committee analyses.

General estate planning guidance
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Mark G

Series 63, Series 65

Asheville, NC

Morgan Stanley

Mark Green is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

General estate planning guidance
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Lisa G

CFP®, Series 63, Series 66

Asheville, NC

Morgan Stanley

Lisa Green is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Asheville, NC. She has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017. Outside of her advisory role, she participates on the investment committee of Pisgah Legal Services, a nonprofit organization based in Asheville. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides services that include both direct individual plans and corporate financial planning agreements.

General estate planning guidance
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Carlos F

Series 66

Asheville, NC

Morgan Stanley

Carlos Fonseca is a financial advisor with Morgan Stanley in Asheville, NC, holding a Series 66 designation and 22 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley since 2015. Outside of his advisory role, he is the sole proprietor of Libertas Investments LLC, an investment and real estate business based in Asheville. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates from its Global Investment Committee.

General estate planning guidance
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Joshua H

Series 66

Asheville, NC

Morgan Stanley

Joshua Hix is a financial advisor with Morgan Stanley in Asheville, NC, holding a Series 66 designation and 16 years of industry experience. He has been associated with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as an executor and co-executor for estates in North Carolina. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients, offering a broad range of advisory programs including financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

General estate planning guidance
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Michael A

Series 63, Series 66

Asheville, NC

Morgan Stanley

Michael Andry is a financial advisor with Morgan Stanley in Asheville, NC, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has worked at Wells Fargo Clearing, Wachovia Bank, and Wells Fargo Advisors prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2020. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and maintains a broad mix of retail and institutional investment services.

General estate planning guidance
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David W

Series 63, Series 65

Asheville, NC

Morgan Stanley

David Wilhelm is a financial advisor at Morgan Stanley with 20 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He holds Series 63 and Series 65 designations and is based in Asheville, NC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers comprehensive financial planning and a wide range of advisory programs supported by structured planning tools and investment insights.

General estate planning guidance
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Elizabeth S

Series 66

Asheville, NC

Morgan Stanley

Elizabeth Scronce is a financial advisor with Morgan Stanley, holding a Series 66 designation and five years of industry experience. She previously worked at Wells Fargo Bank for ten years before joining Morgan Stanley Smith Barney LLC in 2020. In addition to her advisory role, she serves as a trustee in a trust based in Palm Coast, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and strategies developed by its Financial Advisors and Estate Planning Strategies Group.

General estate planning guidance
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Amy L

Series 66

Asheville, NC

Morgan Stanley

Amy Lewallen is a Series 66-licensed financial advisor with Morgan Stanley in Asheville, NC, with six years of industry experience. She has worked at Morgan Stanley since 2019 and previously spent 12 years at Camp Hollymont for Girls. Outside of her advisory role, she is involved with the Bair Foundation as a licensed foster parent. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services that include estate planning and investment strategies.

General estate planning guidance
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Adam G

Series 66

Asheville, NC

Morgan Stanley

Adam Groff is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and previously worked for HomeTrust Bank for ten years. Outside of his advisory role, Adam creates and posts videos of his dogs on YouTube. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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